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Wealthfront (WLTH) Competitors

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$9.14 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$9.14 -0.01 (-0.05%)
As of 07/2/2026 05:39 PM Eastern
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WLTH vs. SFBS, PFSI, BFH, CLSK, and UCB

Should you buy Wealthfront stock or one of its competitors? MarketBeat compares Wealthfront with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Wealthfront include ServisFirst Bancshares (SFBS), PennyMac Financial Services (PFSI), Bread Financial (BFH), Cleanspark (CLSK), and United Community Banks (UCB). These companies are all part of the "banking" industry.

How does Wealthfront compare to ServisFirst Bancshares?

ServisFirst Bancshares (NYSE:SFBS) and Wealthfront (NASDAQ:WLTH) are both banking companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, media sentiment, risk, dividends and earnings.

ServisFirst Bancshares has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than ServisFirst Bancshares, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ServisFirst Bancshares$1.02B4.66$276.60M$5.4216.01
Wealthfront$364.99M3.74-$42.07M-$1.03N/A

ServisFirst Bancshares presently has a consensus target price of $94.33, suggesting a potential upside of 8.71%. Wealthfront has a consensus target price of $12.58, suggesting a potential upside of 37.67%. Given Wealthfront's higher probable upside, analysts clearly believe Wealthfront is more favorable than ServisFirst Bancshares.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ServisFirst Bancshares
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

ServisFirst Bancshares has a net margin of 28.80% compared to Wealthfront's net margin of 0.00%. ServisFirst Bancshares' return on equity of 16.95% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
ServisFirst Bancshares28.80% 16.95% 1.74%
Wealthfront N/A N/A N/A

In the previous week, Wealthfront had 5 more articles in the media than ServisFirst Bancshares. MarketBeat recorded 5 mentions for Wealthfront and 0 mentions for ServisFirst Bancshares. ServisFirst Bancshares' average media sentiment score of 1.47 beat Wealthfront's score of -0.22 indicating that ServisFirst Bancshares is being referred to more favorably in the media.

Company Overall Sentiment
ServisFirst Bancshares Positive
Wealthfront Neutral

67.3% of ServisFirst Bancshares shares are held by institutional investors. 6.5% of ServisFirst Bancshares shares are held by insiders. Comparatively, 27.4% of Wealthfront shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

ServisFirst Bancshares beats Wealthfront on 12 of the 16 factors compared between the two stocks.

How does Wealthfront compare to PennyMac Financial Services?

Wealthfront (NASDAQ:WLTH) and PennyMac Financial Services (NYSE:PFSI) are both banking companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, risk, media sentiment, valuation, earnings, profitability and institutional ownership.

PennyMac Financial Services has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than PennyMac Financial Services, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.74-$42.07M-$1.03N/A
PennyMac Financial Services$2.05B2.12$501.08M$9.418.88

In the previous week, PennyMac Financial Services had 4 more articles in the media than Wealthfront. MarketBeat recorded 9 mentions for PennyMac Financial Services and 5 mentions for Wealthfront. PennyMac Financial Services' average media sentiment score of 0.22 beat Wealthfront's score of -0.22 indicating that PennyMac Financial Services is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
PennyMac Financial Services
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

PennyMac Financial Services has a net margin of 23.47% compared to Wealthfront's net margin of 0.00%. PennyMac Financial Services' return on equity of 10.93% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
PennyMac Financial Services 23.47%10.93%1.66%

57.9% of PennyMac Financial Services shares are held by institutional investors. 27.4% of Wealthfront shares are held by insiders. Comparatively, 15.8% of PennyMac Financial Services shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Wealthfront presently has a consensus price target of $12.58, indicating a potential upside of 37.67%. PennyMac Financial Services has a consensus price target of $116.38, indicating a potential upside of 39.31%. Given PennyMac Financial Services' stronger consensus rating and higher probable upside, analysts plainly believe PennyMac Financial Services is more favorable than Wealthfront.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
PennyMac Financial Services
2 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.40

Summary

PennyMac Financial Services beats Wealthfront on 13 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Bread Financial?

Bread Financial (NYSE:BFH) and Wealthfront (NASDAQ:WLTH) are both banking companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, media sentiment, risk, earnings, dividends, valuation, profitability and analyst recommendations.

Bread Financial presently has a consensus target price of $98.67, indicating a potential downside of 3.36%. Wealthfront has a consensus target price of $12.58, indicating a potential upside of 37.67%. Given Wealthfront's higher possible upside, analysts clearly believe Wealthfront is more favorable than Bread Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bread Financial
2 Sell rating(s)
4 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.53
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Bread Financial has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Bread Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Bread Financial$4.70B0.88$518M$12.218.36
Wealthfront$364.99M3.74-$42.07M-$1.03N/A

In the previous week, Bread Financial had 6 more articles in the media than Wealthfront. MarketBeat recorded 11 mentions for Bread Financial and 5 mentions for Wealthfront. Bread Financial's average media sentiment score of 0.86 beat Wealthfront's score of -0.22 indicating that Bread Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Bread Financial
6 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

99.5% of Bread Financial shares are held by institutional investors. 1.3% of Bread Financial shares are held by company insiders. Comparatively, 27.4% of Wealthfront shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Bread Financial has a net margin of 11.90% compared to Wealthfront's net margin of 0.00%. Bread Financial's return on equity of 18.79% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Bread Financial11.90% 18.79% 2.79%
Wealthfront N/A N/A N/A

Summary

Bread Financial beats Wealthfront on 13 of the 16 factors compared between the two stocks.

How does Wealthfront compare to Cleanspark?

Wealthfront (NASDAQ:WLTH) and Cleanspark (NASDAQ:CLSK) are both banking companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, earnings, institutional ownership, dividends, valuation, risk and media sentiment.

In the previous week, Wealthfront and Wealthfront both had 5 articles in the media. Cleanspark's average media sentiment score of 0.54 beat Wealthfront's score of -0.22 indicating that Cleanspark is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cleanspark
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Wealthfront has a net margin of 0.00% compared to Cleanspark's net margin of -67.66%. Cleanspark's return on equity of 7.07% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Cleanspark -67.66%7.07%3.77%

43.1% of Cleanspark shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 2.1% of Cleanspark shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Cleanspark has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Cleanspark, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.74-$42.07M-$1.03N/A
Cleanspark$766.31M4.23$364.46M-$2.10N/A

Wealthfront presently has a consensus target price of $12.58, suggesting a potential upside of 37.67%. Cleanspark has a consensus target price of $21.13, suggesting a potential upside of 67.39%. Given Cleanspark's stronger consensus rating and higher possible upside, analysts plainly believe Cleanspark is more favorable than Wealthfront.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Cleanspark
2 Sell rating(s)
0 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.82

Summary

Cleanspark beats Wealthfront on 12 of the 15 factors compared between the two stocks.

How does Wealthfront compare to United Community Banks?

United Community Banks (NYSE:UCB) and Wealthfront (NASDAQ:WLTH) are both banking companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, profitability, analyst recommendations, dividends, earnings, risk, media sentiment and valuation.

United Community Banks currently has a consensus price target of $38.40, suggesting a potential upside of 8.10%. Wealthfront has a consensus price target of $12.58, suggesting a potential upside of 37.67%. Given Wealthfront's higher possible upside, analysts clearly believe Wealthfront is more favorable than United Community Banks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
United Community Banks
0 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Wealthfront had 2 more articles in the media than United Community Banks. MarketBeat recorded 5 mentions for Wealthfront and 3 mentions for United Community Banks. United Community Banks' average media sentiment score of 0.59 beat Wealthfront's score of -0.22 indicating that United Community Banks is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
United Community Banks
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

United Community Banks has a net margin of 22.05% compared to Wealthfront's net margin of 0.00%. United Community Banks' return on equity of 9.65% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
United Community Banks22.05% 9.65% 1.24%
Wealthfront N/A N/A N/A

82.3% of United Community Banks shares are held by institutional investors. 0.5% of United Community Banks shares are held by company insiders. Comparatively, 27.4% of Wealthfront shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

United Community Banks has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than United Community Banks, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
United Community Banks$1.54B2.77$328.10M$2.7213.06
Wealthfront$364.99M3.74-$42.07M-$1.03N/A

Summary

United Community Banks beats Wealthfront on 10 of the 14 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WLTH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WLTH vs. The Competition

MetricWealthfrontFinancial Services IndustryFinancial SectorNASDAQ Exchange
Market Cap$1.37B$5.32B$5.53B$12.47B
Dividend YieldN/A0.06%5.23%6.50%
P/E Ratio-8.87N/A30.0424.70
Price / Sales3.74168.141,118.5397.92
Price / CashN/A63.6889.0357.09
Price / Book2.224.136.686.46
Net Income-$42.07M-$202.21M$1.13B$337.01M
7 Day Performance3.98%2.62%0.67%1.69%
1 Month Performance-7.21%5.73%1.71%3.81%
1 Year PerformanceN/A-21.04%25.01%23.90%

Wealthfront Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WLTH
Wealthfront
3.8263 of 5 stars
$9.14
flat
$12.58
+37.7%
N/A$1.37B$364.99MN/A359
SFBS
ServisFirst Bancshares
3.8036 of 5 stars
$86.84
+2.4%
$94.33
+8.6%
+4.7%$4.63B$1.02B16.02570
PFSI
PennyMac Financial Services
4.9294 of 5 stars
$84.22
+1.0%
$117.13
+39.1%
-18.4%$4.33B$2.05B8.954,900
BFH
Bread Financial
4.251 of 5 stars
$104.95
+0.0%
$96.42
-8.1%
+69.0%$4.24B$4.70B8.606,000
CLSK
Cleanspark
3.0306 of 5 stars
$15.87
-2.2%
$21.13
+33.1%
+2.6%$4.16B$766.31MN/A130

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This page (NASDAQ:WLTH) was last updated on 7/5/2026 by MarketBeat.com Staff.
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